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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,271 | $175,231-28.5% | $149,696-16.3% | $139,466-10.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.26% | 166.77%-156.5pp | 134.46%-124.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $1,498 | $5,478-72.6% | $4,821-68.9% | $4,754-68.5% |
| Participant deferral / active EE | $1,498 | $6,521-77.0% | $5,682-73.6% | $6,712-77.7% |
| Admin fee / account holder | $30,974 | $16,155+91.7% | $13,212+134.4% | $11,409+171.5% |